# Long Island Electric Utility Servco LLC DB Plan
Source: https://planprovider.pro/companies/long-island-electric-utility-servco-llc-plan-001

> Long Island Electric Utility Servco LLC's DB plan: 1,814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Long Island Electric Utility Servco LLC

- **Sponsor EIN:** 454652143

- **Sponsor Address:** 999 STEWART AVE, BETHPAGE, NY, 11714

- **Plan Type:** DB

- **Total Participants:** 1,814

- **Total Assets:** $513.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,814|$513.3M|$23.4M|$0|

| 2023|1,784|$458.5M|$25.2M|$0|

| 2022|1,794|$388.6M|$18.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILLIS TOWERS WATSON US LLC|NONE|$821,036|—|$821,036|

| INCOME RESEARCH & MANAGEMENT|NONE|$241,612|—|$241,612|

| PRINCIPAL REAL ESTATE INVESTORS LLC|NONE|$176,130|—|$176,130|

| BNY MELLON|INVESTMENT MANAGEMENT|$118,358|—|$118,358|

| LEGAL & GENERAL INVESTMENT MANAGEME|NONE|$76,937|—|$76,937|

| THE BANK OF NEW YORK MELLON|TRUSTEE|$62,266|—|$62,266|

| KRONICK KALADA BERDY & CO., P.C.|NONE|$23,500|—|$23,500|

| AON CONSULTING INC|NONE|$13,152|—|$13,152|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [KRONICK KALADA BERDY & CO., P.C.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — NONE

- [AON CONSULTING INC](https://planprovider.pro/provider/alight-solutions) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,532,991

- **Estimated Expense Ratio:** 0.299% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,788,867|$613,080|—|$23,500|—|

| 2023|$3,203,208|$440,562|—|$22,600|—|

| 2022|$1,438,283|$541,765|—|—|$96,455|

## Similar Plans

- [Brookfield Power Us Holding America Co.](https://planprovider.pro/companies/brookfield-power-us-holding-america-co-401k-plan) — 1,581 participants

- [Long Island Electric Utility Servco LLC](https://planprovider.pro/companies/long-island-electric-utility-servco-llc-plan-003) — 1,440 participants

- [Central Hudson Gas & Electric Corporation](https://planprovider.pro/companies/central-hudson-gas-electric-corporation-401k-plan) — 1,245 participants

- [Long Island Electric Utility Servco LLC](https://planprovider.pro/companies/long-island-electric-utility-servco-llc-401k-plan) — 1,243 participants

- [National Grid Usa Service Company, INC.](https://planprovider.pro/companies/national-grid-usa-service-company-inc-plan-004) — 2,402 participants

- [National Grid Usa Service Company, INC.](https://planprovider.pro/companies/national-grid-usa-service-company-inc-plan-008) — 996 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/long-island-electric-utility-servco-llc-plan-001)

© 2026 PlanProvider.Pro